Number of Shares
191,739.00
Current Holdings Value*
$42.59 Mil
% of Portfolio
3.38%
Total Estimate Gain
$12.41 Mil
% of Total Estimate Gain
42.06%

INVICTUS PRIVATE WEALTH, LLC's Apple Inc Holding Summary

As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 191,739.00 shares of Apple Inc(AAPL), totaling $42.59 Mil. This investment constitutes 3.38% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 3 purchases of AAPL, at an average price of $148.33, for a total of 198,896.00 shares. In addition, there have been 6 sales at an average price of $199.21 for 7,157.00 shares. Based on historical transaction data and AAPL's current price of $211.16, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his AAPL holdings is $12.41 Mil, reflecting a 42.06% gain to date.

INVICTUS PRIVATE WEALTH, LLC AAPL ($211.16) Holding Chart

INVICTUS PRIVATE WEALTH, LLC AAPL ($211.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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